Author: Richard Guppy

Publication Date: Dec 07 2016

Pages: 8

Report Type: SCI-m Intelligence

 Strategic CI

3 Group Europe: UK Scenarios

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Report Summary:

Three UK, part of CKHH’s 3 Group Europe mobile telecoms business, had its merger with O2 UK blocked by the European Commission.  That leaves Three UK’s strategy in pieces and with insufficient scale to continue longer term without significant strategic changes.  This document presents some of the options for Three UK in 2017/18, and should be read alongside the new 3 Group Europe dossier by SCIm.

Table of Contents

1. Introduction.
1.1 Three UK is part of the 3 Group Europe business under parent CKHH Ltd.
1.2 Once a disruptor in mobile services, 3 Group is now a mainstream business.
1.3 3 Group Europe is falling behind in 4G and 5G.
1.4 It’s mainly about scale, especially in the UK.
2. Options in the UK
2.1 3 Group’s merger with Telefonica O2 UK was blocked by the EC.
2.2 3 Group Europe is taking the EC to court.
2.3 What can’t go on will not go on.
2.4 3 Group Europe is creative in terms of M&A.
2.5 Multiple future scenarios are imaginable.
3. Four Scenarios.
3.1 Scenario 1: Exit UK.
3.2 Scenario 2: More Of The Same – Vodafone, O2 Merger?
3.3 Scenario 3: Media/Fixed Company Merger.
3.4 Scenario 4: Buy Media/Fixed Company.
4. Conclusion.
4.1 Three UK came close to being UK #1. It is unlikely to revert to its previous state.
4.2 A new political climate opens new opportunities.  Vodafone could be a partner.
4.3 Expect change.

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